Financial Services Specialist
americanironandmetal
Financial Services Specialist
epicorsoftware· EPMEX Epicor Mexico
About this role
The Financial Services Specialist is focused on resolution of past due accounts within the parameters of existing credit and collections policies as well as decision making and judgment regarding accounts receivable and account reconciliation.
What you will be doing:
Manage portfolio of accounts receivable for assigned territory.
Contact customers to obtain promises to pay and follow up on status of payments or determine reasons for customer's non-payment and escalate if necessary.
Serve as liaison between customer and field sales and service to resolve disputes and initiate credit memos as needed.
Contact customers to resolve past due balances prior to release.
Secure Purchase Orders from customers when required.
AR/Collections reporting and analysis.
Enter electronic invoicing for customer accounts.
Account reconciliation: provide back-up detail; submit tie-offs and refund requests as needed to clean up account balances.
Review current account status, get payment commitment and document all relevant information in internal account systems
What you will likely bring:
Attention to detail, excellent analytical and problem-solving skills
Proficient in data entry
Excellent costumer orientation
Work independently and with a team in a fast-paced and high-volume environment with emphasis on accuracy and timeliness
Ability to work and communicate with all levels of the organization
Adaptability and willingness to learn new skills/tasks
Comfortable working with targets
Speaks English fluently, advanced written English
2+ years applicable experience
High school diploma preferred
#LI-EG1 #LI-HYBRID
About Epicor
At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain.
We’re Proactive, Proud, Partners.
Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.
Competitive Pay & Benefits
Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being.
Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
Education Support: Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
Global Mobility: Comprehensive support for international relocations and permanent residency processes.
Equal Opportunities and Accommodations Statement
Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in. If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.
We are an equal-opportunity employer.
Recruiter:
Elizabeth GarciaFrequently Asked Questions
Is the salary disclosed for the Financial Services Specialist position at epicorsoftware?
The salary for this Financial Services Specialist role at epicorsoftware is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Financial Services Specialist position at epicorsoftware located?
This Financial Services Specialist role at epicorsoftware is based in Mexico, Monterrey. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Financial Services Specialist role at epicorsoftware full-time or part-time?
This is listed as a Full time position. It is posted as a Financial Services Specialist role in the EPMEX Epicor Mexico department at epicorsoftware.
Which team or department does the Financial Services Specialist at epicorsoftware belong to?
This Financial Services Specialist position is part of the EPMEX Epicor Mexico department at epicorsoftware. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Financial Services Specialist position at epicorsoftware?
Click the "Apply Now" button on this page. You will be redirected to epicorsoftware's official application portal hosted on workday where you can submit your application directly.
When was the Financial Services Specialist job at epicorsoftware posted?
This Financial Services Specialist position at epicorsoftware was posted on Aug 12, 2026. Apply as soon as possible — early applications are often reviewed first.
Financial Services Specialist
epicorsoftware
You'll be redirected to epicorsoftware's official application page on Workday.